Virtual Webinars

Join Us for a Four Month Webinar Series On
Authentic Intelligence™: The AI for Financial
Transitions Planning

An AI Approach to Deep and Meaningful Client Conversations

 

Wed., September 27th, 2023, 1:00 pm ET

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How to Lean Into Challenging Client Behavior

 

Thur., October 19th, 2023, 1:00 pm ET

GRAB A SEAT!

The Framework for Becoming a Client's Thinking Partner

Wed., November 1st, 2023, 1:00 pm ET

GRAB A SEAT!